Diligent Investors’s Shell SHEL Stock Holding History

Diligent Investors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Sell	3,835 -397	-9%	-$34.3K	0.07%	296
2026 Q1	$394K	Buy	4,232 +2	+0%	+$162	0.1%	227
2025 Q4	$311K	Buy	4,230 +3	+0.1%	+$221	0.08%	257
2025 Q3	$302K	Sell	4,227 -100	-2%	-$7.2K	0.08%	258
2025 Q2	$305K	Sell	4,327 -2,313	-35%	-$155K	0.07%	261
2025 Q1	$487K	Sell	6,640 -1,950	-23%	-$131K	0.12%	204
2024 Q4	$538K	Sell	8,590 -38	-0.4%	-$2.49K	0.12%	196
2024 Q3	$569K	Hold	8,628	–	–	0.13%	183
2024 Q2	$623K	Hold	8,628	–	–	0.15%	162
2024 Q1	$578K	Hold	8,628	–	–	0.15%	172
2023 Q4	$568K	Sell	8,628 -900	-9%	-$59.1K	0.16%	158
2023 Q3	$613K	Sell	9,528 -200	-2%	-$12.4K	0.19%	143
2023 Q2	$587K	Buy	9,728 +25	+0.3%	+$1.5K	0.17%	146
2023 Q1	$558K	Hold	9,703	–	–	0.17%	143
2022 Q4	$553K	Sell	9,703 -2,276	-19%	-$125K	0.18%	138
2022 Q3	$596K	Sell	11,979 -2,150	-15%	-$111K	0.21%	115
2022 Q2	$739K	Hold	14,129	–	–	0.25%	98
2022 Q1	$776K	Buy	+14,129	New	+$750K	0.23%	108

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Diligent Investors's SHEL Position: Q2 2026 in Review

Diligent Investors reduced its Shell (SHEL) stake by 9.4% in Q2 2026, selling an estimated $34.3K and leaving 3,835 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #296.

Diligent Investors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $776K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Diligent Investors held 3,835 shares of Shell worth $297K as of Q2 2026.
Diligent Investors sold 397 Shell shares in Q2 2026, an estimated $34.3K.
Shell made up 0.07% of Diligent Investors's portfolio in Q2 2026, its #296 holding.
Diligent Investors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Diligent Investors's Shell position peaked at $776K in Q1 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.